Best Investors Account Sign in
Current Employers
Pnc Wealth Management Llc

300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-07-15
  • FL RA
    APPROVED
    Since 2021-07-15

Branch Locations

4035 S. Nova Rd, Port Orange, FL 32127 • United States

1020 West Granada Boulevard, Ormond Beach, FL 32174 • United States

2230 State Road 44, New Smyrna Beach, FL 32168 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Scottrade Daytona Beach FL 08/2012 02/2018
Td Ameritrade, Inc. Ormond Beach FL 02/2018 10/2018
Suntrust Investment Services, Inc. Atlanta GA 07/2020 07/2021
Suntrust Advisory Services, Inc. Atlanta GA 07/2020 07/2021
Unemployed Ormond Beach FL 11/2018 12/2018
University Of Florida Gainesville FL 01/2019 05/2020
Unemployed Ormond Beach FL 06/2020 07/2020
Pnc Investments Ormond Beach FL 07/2021 Present
  • 08/2012 → 02/2018
    Scottrade
    Daytona Beach, FL
  • 02/2018 → 10/2018
    Td Ameritrade, Inc.
    Ormond Beach, FL
  • 07/2020 → 07/2021
    Suntrust Investment Services, Inc.
    Atlanta, GA
  • 07/2020 → 07/2021
    Suntrust Advisory Services, Inc.
    Atlanta, GA
  • 11/2018 → 12/2018
    Unemployed
    Ormond Beach, FL
  • 01/2019 → 05/2020
    University Of Florida
    Gainesville, FL
  • 06/2020 → 07/2020
    Unemployed
    Ormond Beach, FL
  • 07/2021 → Present
    Pnc Investments
    Ormond Beach, FL
Previous Registrations
  • 2020-08-04 → 2021-07-07
    Ponte Vedra, FL
  • 2018-03-19 → 2018-10-23
    Td Ameritrade, Inc.
    Ormond Beach, FL
  • 2018-04-13 → 2018-10-23
    Td Ameritrade Investment Management, Llc
    Ormond Beach, FL
  • 2017-09-13 → 2018-03-24
    Scottrade Investment Management
    Ormond Beach, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-08-01
S63 Uniform Securities Agent State Law Examination 2012-11-29
  • S66 Uniform Combined State Law Examination
    2017-08-01
  • S63 Uniform Securities Agent State Law Examination
    2012-11-29
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Port Orange, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor